Institutional Ownership
Ishares Tr
CUSIP 464287598RUS 1000 VAL ETFIWDQ1 2026
Institutional Holders
1,882
13F filers
Shares Held
267.52M
Aggregate institutional
Institutional Value
$56.48B
Q1 2026
Net New Holders
+9
112 new · 103 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions112
Increased577
Decreased697
Sold out103
Institutional Holders
1,882 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 46.14M | $9.86B | −6.11M | Reduced |
| 2 | Morgan Stanley | 42.23M | $9.02B | +2.56M | Added |
| 3 | Goldman Sachs Group Inc | 11.63M | $2.49B | +74.3K | Added |
| 4 | Fmr LLC | 9.29M | $1.99B | +678.4K | Added |
| 5 | Jpmorgan Chase & Co | 8.65M | $1.81B | −606.5K | Reduced |
| 6 | Financial Engines Advisors L.L.C. | 8.02M | $1.71B | −398.7K | Reduced |
| 7 | Envestnet Asset Management Inc | 6.89M | $1.47B | −857.9K | Reduced |
| 8 | Ubs Group AG | 6.58M | $1.41B | −32.5K | Reduced |
| 9 | Baird Financial Group, Inc. | 6.03M | $1.29B | +178.1K | Added |
| 10 | Raymond James Financial Inc | 5.51M | $1.18B | +133.3K | Added |
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